In order to meet the varying investing preferences of our clients, we offer multiple investment models. You might think of them as sitting along a continuum, ranging from very conservative to very aggressive. Through our proprietary risk score calculator, we are able to assist you with identifying your most suitable investment objective.

Anchor – Fact Sheet
Investment Objective: Very Conservative
Available Styles: Blend, ETF Only, Mutual Fund Only

True North– Fact Sheet
Investment Objective: Conservative
Available Styles: Blend, ETF Only, Mutual Fund Only

Oasis– Fact Sheet
Investment Objective: Moderate/Balanced
Available Styles: Blend, ETF Only, Mutual Fund Only

Windward – Fact Sheet
Investment Objective: Aggressive
Available Styles: Blend, ETF Only, Mutual Fund Only

Titan – Fact Sheet
Investment Objective: Very Aggressive
Available Styles: Blend, ETF Only, Mutual Fund Only

Triumph
Investment Objective: Very Aggressive
Available Styles: Large Cap Equity Only

Trident
Investment Objective: Very Aggressive
Available Styles: Mid Cap Equity Only